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Personal Insurance Advisor
Personal Insurance AdvisorBrokerLink • Niagara Falls, Niagara Region, CA
Personal Insurance Advisor

Personal Insurance Advisor

BrokerLink • Niagara Falls, Niagara Region, CA
6 days ago
Job type
  • Full-time
Job description

Personal Insurance Advisor

BrokerLink is seeking a dedicated Personal Insurance Advisor to join our growing team. This role focuses on serving ongoing client needs, selling and renewing insurance policies, and providing exceptional customer service.

About the Role

  • Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls, and process renewals.
  • Sell and write new policies to existing or new clients, retain existing book of business.
  • Quote new business through outbound call initiatives, introductory letters, and walk‑in clients.
  • Contact underwriters and adjusters to discuss guidelines and policy details.
  • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals.
  • Keep current on underwriting rules and workflow processes.
  • Actively participate in training initiatives.
  • Participate in community marketing initiatives.
  • Process account receivable activities.
  • Provide guidance and assistance as requested.

What You Bring To The Table

  • High School and / or Post‑Secondary Education.
  • Minimum 1‑year Personal Insurance experience preferred.
  • Exposure to Epic is an asset.
  • Strong customer focus.
  • Demonstrated ability to manage multiple priorities successfully.
  • Strong analytical and organizational skills.
  • Excellent verbal and written communication skills.
  • Hybrid

    Hybrid work arrangements available across Canada.

    Employment Details

    Seniority level : Entry level

    Employment type : Full‑time

    Job function : Sales and Business Development

    Industries : Insurance

    Location : Niagara Falls, Ontario, Canada (Hybrid)

    Equal Employment Opportunity

    BrokerLink is an equal opportunity employer and is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

    BrokerLink is committed to creating an inclusive environment that embraces diversity. We do not provide sponsorship or other support for immigration‑related matters. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment.

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    Insurance Advisor • Niagara Falls, Niagara Region, CA

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